Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$85K Sell
2022
Q3
$146K Buy
2022
Q2
$102K Buy
2021
Q2
Sell
2021
Q1
$86K Sell
2020
Q4
$542K Buy
2020
Q3
$152K Buy
2020
Q2
$98K Buy
2020
Q1
$61K Sell
2019
Q4
$411K Buy
2019
Q3
$316K Sell
2019
Q2
$1.04M Sell
2019
Q1
$2.56M Buy
2018
Q4
$1.46M Buy